Sigma Planning Corp Incresed Positions in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
36.3K
+ 6.96%
$32.49 - $37.99 $1.18M - $1.38M
557K $18.7M
POOL
Pool Corp

Industrials
107
+ 5.3%
$314.92 - $364.31 $33.7K - $39K
2.13K $677K
FITB
Fifth Third Bancorp

Financial Services
257
+ 3.89%
$37.48 - $44.96 $9.63K - $11.6K
6.86K $268K
PCAR
Paccar Inc

Industrials
37
+ 1.77%
$96.91 - $112.51 $3.59K - $4.16K
2.13K $207K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
22
+ 0.55%
$52.53 - $58.51 $1.16K - $1.29K
4.03K $215K
DFAU
Dimensional ETF Tr

ETFs
273
+ 2.46%
$37.84 - $42.29 $10.3K - $11.5K
11.4K $437K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.6K
+ 0.42%
$17.53 - $17.87 $28K - $28.5K
378K $6.64M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
180
+ 1.39%
$26.06 - $28.54 $4.69K - $5.14K
13.1K $342K
GOGL
Golden Ocean Group LTD

Industrials
371
+ 2.13%
$7.66 - $10.06 $2.84K - $3.73K
17.8K $141K
XYLD
Global X Fds S&P 500 Covered C

ETFs
197
+ 1.99%
$39.02 - $42.89 $7.69K - $8.45K
10.1K $398K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.35K
+ 4.57%
$14.93 - $16.85 $20.2K - $22.8K
30.9K $467K
DOV
Dover Corp

Industrials
30
+ 1.4%
$174.65 - $206.43 $5.24K - $6.19K
2.17K $380K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
102
+ 2.62%
$77.91 - $92.26 $7.95K - $9.41K
4K $317K
ITW
Illinois Tool Works Inc

Industrials
27
+ 0.52%
$244.9 - $274.48 $6.61K - $7.41K
5.21K $1.29M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
467
+ 5.06%
$80.73 - $94.96 $37.7K - $44.3K
9.69K $804K
PNR
Pentair PLC

Industrials
722
+ 10.24%
$84.0 - $105.35 $60.6K - $76.1K
7.77K $680K
GIB
Cgi Inc

Technology
26
+ 0.74%
$98.12 - $122.43 $2.55K - $3.18K
3.53K $352K
EIX
Edison International

Utilities
600
+ 18.52%
$50.06 - $80.01 $30K - $48K
3.84K $226K
SCWO
374 Water Inc.

Industrials
86.7K
+ 47.15%
$0.31 - $0.7 $26.9K - $60.7K
271K $92K
LIVE
Live Ventures Inc

Consumer Cyclical
357
+ 1.81%
$6.5 - $9.98 $2.32K - $3.56K
20.1K $153K
WHR
Whirlpool Corp

Consumer Cyclical
201
+ 9.28%
$88.58 - $133.14 $17.8K - $26.8K
2.37K $213K
PTF
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 15.29%
$56.97 - $77.14 $66.8K - $90.5K
8.85K $521K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
121
+ 0.73%
$31.63 - $35.22 $3.83K - $4.26K
16.7K $534K
WSM
Williams Sonoma Inc

Consumer Cyclical
96
+ 4.98%
$158.1 - $217.71 $15.2K - $20.9K
2.02K $319K
ESTC
Elastic N.V.

Technology
5
+ 0.13%
$89.1 - $117.76 $446 - $589
3.93K $350K
DHR
Danaher Corp

Healthcare
1.04K
+ 10.11%
$201.62 - $250.59 $209K - $260K
11.3K $2.31M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.08K
+ 5.0%
$48.9 - $56.81 $52.7K - $61.2K
22.6K $1.11M
EXPI
Exp World Holdings, Inc.

Real Estate
125
+ 0.52%
$9.38 - $11.76 $1.17K - $1.47K
24.1K $235K
QTEC
First Trust Nasdaq 100 Technol

ETFs
48
+ 1.43%
$173.56 - $210.67 $8.33K - $10.1K
3.41K $591K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
302
+ 0.94%
$25.58 - $29.24 $7.73K - $8.83K
32.5K $852K
APLE
Apple Hospitality Reit, Inc.

Real Estate
843
+ 3.8%
$12.87 - $15.85 $10.8K - $13.4K
23K $297K
RIOT
Riot Blockchain, Inc.

Technology
1.8K
+ 9.73%
$7.12 - $13.54 $12.8K - $24.4K
20.3K $144K
TFC
Truist Financial Corp

Financial Services
5
+ 0.02%
$39.48 - $48.15 $197 - $241
20.6K $848K
ADM
Archer Daniels Midland CO

Consumer Defensive
385
+ 1.5%
$45.22 - $52.17 $17.4K - $20.1K
26K $1.25M
CRMD
Cor Medix Inc.

Healthcare
2.61K
+ 7.75%
$6.16 - $12.57 $16.1K - $32.8K
36.3K $223K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
384
+ 7.35%
$48.65 - $66.04 $18.7K - $25.4K
5.61K $298K
IIPR
Innovative Industrial Properties Inc

Real Estate
53
+ 1.23%
$54.09 - $74.56 $2.87K - $3.95K
4.38K $236K
IWV
Ishares Russell 3000 ETF

ETFs
51
+ 1.23%
$313.1 - $349.83 $16K - $17.8K
4.19K $1.33M
VV
Vanguard Large Cap ETF

ETFs
41
+ 0.8%
$253.32 - $282.66 $10.4K - $11.6K
5.17K $1.33M
QDPL
Pacer Fds Tr Metaurus Us Large
1.64K
+ 2.65%
$36.5 - $40.04 $59.8K - $65.6K
63.3K $2.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 0.24%
$314.47 - $431.35 $629 - $863
828 $303K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
50
+ 0.71%
$119.87 - $145.05 $5.99K - $7.25K
7.08K $886K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
157
+ 15.47%
$283.06 - $421.16 $44.4K - $66.1K
1.17K $331K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7
+ 0.9%
$634.14 - $744.83 $4.44K - $5.21K
789 $500K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.13K
+ 1.1%
$35.54 - $37.44 $40.1K - $42.2K
103K $3.69M
IXN
Ishares Global Information Tec

ETFs
229
+ 2.67%
$75.73 - $88.4 $17.3K - $20.2K
8.82K $667K
CMI
Cummins Inc

Industrials
32
+ 1.58%
$312.92 - $386.07 $10K - $12.4K
2.05K $642K
VONE
Vanguard Russell 1000 ETF

ETFs
21
+ 0.4%
$250.16 - $278.79 $5.25K - $5.85K
5.22K $1.32M
VTWV
Vanguard Russell 2000 Value Et

ETFs
17
+ 0.26%
$131.51 - $149.24 $2.24K - $2.54K
6.65K $884K
Activity Summary
Buys All Purchases 689 New Holdings 131 Increased Positions 558 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 6 Puts 7
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